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PHOENIX CAPITAL REALTY ADVISORS, LLC

ADDISON, TX · CRD 161129 · IAPD ↗ · pcpre.com · 972-866-7577

$155.8MRegulatory AUM
16Advisory reps
19Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

35
April 2025 — PHOENIX CAPITAL REALTY ADVISORS, LLC reported RAUM down 28% ($233.4M -> $168.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.